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DFSVX vs HWSIX
DFSVX vs HWSIX Comparison
Open Charts DFSVX vs HWSIX
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
Hotchkis & Wiley Small Cap Value I
Price$64.68
Change-$5.71 (-8.11%)
VolumeN/A
Net Assets772.9M
DFSVX vs HWSIX Comparison Chart
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DFSVX vs. HWSIX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Hold and HWSIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. HWSIX (773M). DFSVX pays higher dividends than HWSIX: DFSVX (1.65) vs HWSIX (1.08). DFSVX was incepted earlier than HWSIX: DFSVX (32 years) vs HWSIX (40 years). HWSIX (1.05) is less costly to investors than DFSVX (0.31). HWSIX is a more actively managed with annual turnover of: 45.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than HWSIX: DFSVX (0) vs HWSIX (250000). DFSVX annual gain was more profitable for investors over the last year : -0.75 vs. HWSIX (-11.15). HWSIX (151.51) and DFSVX (148.44) have equivalent 5 years return.
| DFSVX | HWSIX | DFSVX / HWSIX | |
| Total Expense Ratio | 0.31 | 0.97 | 32% |
| Annual Report Gross Expense Ratio | 0.31 | 1.05 | 30% |
| Fund Existence | 32 years | 40 years | - |
| Gain YTD | -6.586 | -5.339 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15B | 773M | 1,940% |
| Annual Yield % from dividends | 1.65 | 1.08 | 153% |
| Returns for 1 year | -0.75 | -11.15 | 7% |
| Returns for 3 years | 7.99 | -9.83 | -81% |
| Returns for 5 years | 148.44 | 151.51 | 98% |
| Returns for 10 years | 31.44 | 17.74 | 177% |
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